2533 articles
2026-05-09
247wallst.com
2026-05-09
24/7 Wall St.
The Fast Money panel on CNBC zeroed in on the question every AI investor is asking: How much longer can NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) keep printing? One panelist captured the bear unease bluntly, saying investors can’t get past the worry that “the party is going to end soon.”
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The Bear Case: The Run Already Happened
The skeptical panelist remains a
2026-05-09
www.aol.com
2026-05-09
AOL.com
NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC
JOEL SOUTH
Sat, May 9, 2026 at 7:30 PM GMT+8
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24/7 Wall St.
Quick Read
Nvidia (NVDA) generated $68.13B in Q4 FY2026 revenue (up 73% YoY) with Q1 guidance at $78B, trading at $215 with a 24x forward P/E and 83% one-year gain, though the bear case warns hyperscaler CapEx growth of 10% clashes with Nvidia’s 40% guidance. Corning (GLW) surge
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Tokio Marine Asset Management Co. Ltd. Acquires 8,810 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
May 9, 2026
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KEY POINTS
Tokio Marine Asset Management increased its NVIDIA stake by 8,810 shares in the fourth quarter, bringing its total holdings to 1,236,668 shares worth about $230.6 million. NVIDIA is now its largest portfolio holding, representing ro
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Summit Wealth Partners LLC Decreases Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
May 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Summit Wealth Partners LLC reduced its NVIDIA stake by 44.7% in the fourth quarter, selling 6,345 shares and ending with 7,857 shares valued at about $1.465 million.
Despite some mixed market sentiment, NVIDIA continues to receive strong Wal
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
WestEnd Advisors LLC Sells 13,004 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
May 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
WestEnd Advisors LLC cut its NVIDIA stake by 3.7% in the fourth quarter, selling 13,004 shares and still holding 342,999 shares valued at about $63.97 million.
Several NVIDIA insiders also sold shares recently, including EVP Ajay K. Puri and CFO Colett
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Traphagen Investment Advisors LLC Raises Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
May 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Traphagen Investment Advisors LLC increased its NVIDIA stake by 13.6% in the fourth quarter, buying 4,690 more shares and bringing its total to 39,218 shares worth about $7.3 million.
NVIDIA reported strong quarterly results, with earnin
2026-05-09
www.tomshardware.com
2026-05-09
Tom's Hardware
Copy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this article0Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterABloomberginvestigation on Friday shed some additional light on theindictment of Supermicro executives and employeestied to a $2.5 billion smuggling of restricted hardware to China. As it appears, the group allegedly used
2026-05-09
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2026-05-09
MSN
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2026-05-09
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2026-05-09
MarketBeat
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Is Costco Preparing Another Special Dividend This Year?Sell 99% of Your Stocks, Do THIS Instead… (Ad)The USMCA Review Is Coming: 3 Border-Sensitive Stocks to WatchRocket Lab Posts Record Q1 Revenue, Raises Q2 GuidanceYou’re Being LIED To About The Iran War (Ad)SLB’s Tough Quarter Masks a Powerful Long-Term ShiftHims & Hers Earnings Preview: The Novo Nordisk Shift Puts GLP-1 St
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2026-05-09
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REGULATION
OBON Corp. linked to Nvidia chip smuggling scheme that allegedly funneled $2.5B in AI servers to Alibaba
US prosecutors say a Bangkok-based company helped route restricted Nvidia AI servers through Southeast Asia to China, skirting export controls in place since 2022.
b
2026-05-09
www.bostonglobe.com
2026-05-09
The Boston Globe
(Bloomberg) -- A key company behind Thailand’s national AI effort is suspected of helping to smuggle billions of dollars worth of Super Micro Computer Inc. servers containing advanced Nvidia Corp. chips to China, with Alibaba Group Holding Ltd. one of multiple end customers, according to people familiar with the matter.US prosecutors this year outlined a scheme in which Super Micro’s co-founder al
2026-05-09
simplywall.st
2026-05-09
simplywall.st
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United States/Semiconductors/NasdaqGS:MRVL
Marvell Technology (MRVL) Valuation Check After Nvidia Investment And Expanding Custom AI Chip Partnerships
May 09, 2026
Simply Wall St
Marvell Technology (MRVL) is back in focus after a sharp 6.2% one day drop. This comes on the heels of record data center revenue, a US
2026-05-09
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2026-05-09
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2026-05-09
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2026-05-09
Seeking Alpha
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MARKETS
Nvidia adds Suzanne Nora Johnson to board of directors
The former Goldman Sachs vice chairman joins Nvidia's board and audit committee as the chipmaker expands its governance structure during a period of explosive growth.
by Editorial Team
1 hours ago
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2026-05-09
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2026-05-09
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United States/Electronic Equipment and Components/NYSE:COHR
A Look At Coherent (COHR) Valuation After Strong Q3 Results And Nvidia AI Data Center Deal
May 09, 2026
Simply Wall St
Coherent (COHR) just reported third quarter results that put its AI data center and communications exposure in the spotlight, with reve
2026-05-09
www.fool.com
2026-05-09
The Motley Fool
Shares of materials science specialistCorning(GLW+2.49%)surged earlier this week after the company announced a multi-year partnership withartificial intelligence (AI)chipmakerNvidia. The deal, which dramatically expands U.S. manufacturing of the optical components that AI data centers rely on, sent the stock to fresh 52-week highs. With shares now up an incredible 315% over the last 12 months, the